An Excel spreadsheet that helps landlords pull together everything their CPA needs at tax time.

Covers up to 5 rental properties. Each property tab walks you through income, expenses, mileage, insurance, and a CPA checklist.

Each property tab includes

•      Section 1 — Rental Income: gross rent, deposits applied, other income

•      Section 2 — Deductible Expenses: 17 categories with receipt count tracking

•      Section 3 — Mileage Log: 10 trip rows, deductible amount calculated automatically

•      Section 4 — Insurance & Repairs Detail: itemized by vendor and date

•      Section 5 — CPA Checklist: 14-item checklist covering Schedule E, depreciation, 1099s, and more

Also includes

•      Portfolio Summary tab — income, expenses, and net income across all 5 properties in one view

•      Instructions tab

Works with

•      Microsoft Excel (Windows and Mac)

•      Google Sheets (upload and use)

Who it's for

Landlords with 1–5 rental properties who want to arrive at their CPA appointment organized and prepared. 

Not tax advice. Consult a CPA for guidance on deductions and filings.